Electrical Workers Ibew Local 163 Annuity Fund
Sponsored by Board Of Trustees, Electrical Workers Ibew Local 163 Annuity Fund · EIN 236544827 · Plan #001 · West Trenton, NJ
- Total assets
- $125M
- Net assets
- $123M
- Active participants
- 488
- With balances
- 625
Plan year beginning 04/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan), Investment management fees (direct) | $63,572 |
| Ie Shaffer | Contract administrator, Direct payment from the plan | $50,960 |
| John Hancock Retirement Plan Servic | Account maintenance fees, Direct payment from the plan | $36,515 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $23,403 |
| Meyer, Unkovic, & Scott Llp | Legal, Direct payment from the plan | $19,734 |
| Kang Haggerty & Fetbroyt Llc | Legal, Direct payment from the plan | $11,000 |